You can label your contacts as "Client", "Lead" or "Other" by using the contact type label at the top of each contact record. Setting a contact type will also automatically update Keap's default "Lead" and "Contact" lists. You can also create your own lists.
Change or remove a contact's type
You have the option to categorize contacts when they are created, but may need to update the contact as your relationship with them progresses. Changing a contact's type is a simple process and will also update your Lead and Contact lists.
- Navigate to a contact record
- Click the desired contact type
- To remove a contact type, click the selected contact type
Click Contacts from the left navigation
Click Contact lists
Keap automatically creates two lists for you, "Clients" and "Leads", which include all of your contacts who have the respective contact type set on their contact record